JP Morgan

J.P. Morgan is a leading financial institution that provides a diverse range of services to its clients. The company specializes in asset management, commercial banking, investment banking, merchant services, securities services, treasury and payments, and wealth management. With a comprehensive global product platform, J.P. Morgan offers tailored solutions to meet the needs of various clients, including corporations, institutions, and individuals. Additionally, the firm has a focus on commodity risk management, providing essential services in both physical and financial markets. Through its extensive expertise and resources, J.P. Morgan aims to deliver innovative financial solutions while maintaining a commitment to client service.

James Baker

Executive Director, Investment Specialist

Andy Dacy

Managing Director

Nicholas Meer

Managing Director

Anya Schiess

Co-Managing Partner

Rob Tanna-Smith

Executive Director

Vincent Zeng

Vice President, Machine Learning

Past deals in Banks

Deem Finance

Debt Financing in 2025
Provider of financial services based in Abu Dhabi, United Arab Emirates. The company offers credit cards, personal loans and wholesale deposit products to customers.

OpenFin

Series D in 2023
OpenFin Inc. specializes in providing runtime technology solutions tailored for financial desktops, enabling web applications to function outside traditional browser environments. Founded in 2010 and based in New York, with an additional office in London, the company serves clients in the financial services sector, including banks in the United States and Europe. OpenFin's platform facilitates real-time application generation, desktop notifications, and seamless communication between applications while adhering to stringent security and compliance standards required by financial institutions. This approach allows users to avoid costly packaging and deployment cycles, promoting rapid and secure application deployment.

Viva Wallet

Private Equity Round in 2022
Viva Wallet is a European neobank that operates entirely in the cloud, utilizing Microsoft Azure to provide its services across 23 countries. As a Principal Member of Visa and MasterCard, it offers card acceptance solutions for businesses of all sizes through innovative Smart Android terminals, a dedicated Viva Wallet POS app, and advanced payment gateways for online transactions. The company also provides business accounts featuring local IBANs and Viva Wallet Mastercard cards. In addition to its payment processing capabilities, Viva Wallet supports small to midsize businesses with various value-added services, including merchant cash advances, expense management, virtual debit card issuance, and cash disbursement. The company has established a subsidiary banking entity, VIVABANK SA, and operates as an E-money Institution, compliant with PSD II Directive provisions, allowing it to offer services across the entire EEA region.

Acin

Series B in 2022
Acin is a market-defining fintech company that is on a mission to make banks safer and transform the financial industry’s approach to non-financial risk, through the use of data.

AccessFintech

Series C in 2022
AccessFintech Limited is a fintech company that specializes in risk management services for the global financial industry, including banks and buy-side firms. Founded in 2016 and headquartered in Tel Aviv-Yafo, Israel, the company offers a platform that aggregates data from various internal systems, vendors, and reports, providing users with a unified portal. This system enables clients to track the entire trade lifecycle, prioritize risks, and respond to market changes effectively. AccessFintech’s technology creates a comprehensive visual display of potential risks associated with financial transactions, facilitating collaboration across organizations. The platform also supports control functions that allow managers to identify bottlenecks and intervention points while tracking usage patterns to enhance operational efficiency. By connecting financial firms with fintech providers, AccessFintech helps organizations streamline their processes and optimize their risk management strategies.

Ownera

Series A in 2022
Ownera is a digital assets software company that operates a digital securities network designed for institutional use. Founded in 2018 and based in Vaduz, Liechtenstein, the company provides an API that allows customers to connect directly to its network. Ownera offers an issuance platform that simplifies the process of issuing digital securities for financial institutions. By creating an interoperability network for tokenized assets, Ownera aims to modernize the private markets, making them less reliant on paper processes and more accessible for banks, asset managers, and exchanges. This platform facilitates the efficient routing of assets, enabling institutional clients to discover, invest in, and trade assets with immediate transaction settlement and ownership transfer. Additionally, Ownera has contributed to the development of the open-source FinP2P protocol, which underpins its digital asset solutions.

Saphyre

Series A in 2022
Saphyre provides an easy-to-use, integrated pre-trade onboarding platform for asset managers, brokers, custodians, third-party administrators, and clients to exchange data and documents. Its platform is powered by its exclusive, globally-patented AI technology for workflow management and metadata tagging/tracking of documents. The company is made up of an experienced financial team that developed a streamlined FinTech/RegTech communication platform to help its clients achieve revenue faster.

Capitolis

Series D in 2022
Capitolis Inc. is a technology company that offers an online software-as-a-service platform designed for banks and financial institutions to improve capital management and collaboration. Founded in 2016 and headquartered in New York, with additional offices in London and Tel Aviv, Capitolis enables financial institutions to optimize their balance sheets and enhance liquidity in capital markets. The platform facilitates the rapid sourcing of capital for trades from other institutions, connecting global banks with institutional investors to provide access to diversified capital and investment opportunities. By streamlining operations and fostering partnerships, Capitolis aims to enhance the efficiency and safety of capital markets while promoting economic performance.

Capitolis

Series C in 2021
Capitolis Inc. is a technology company that offers an online software-as-a-service platform designed for banks and financial institutions to improve capital management and collaboration. Founded in 2016 and headquartered in New York, with additional offices in London and Tel Aviv, Capitolis enables financial institutions to optimize their balance sheets and enhance liquidity in capital markets. The platform facilitates the rapid sourcing of capital for trades from other institutions, connecting global banks with institutional investors to provide access to diversified capital and investment opportunities. By streamlining operations and fostering partnerships, Capitolis aims to enhance the efficiency and safety of capital markets while promoting economic performance.

OpenFin

Venture Round in 2020
OpenFin Inc. specializes in providing runtime technology solutions tailored for financial desktops, enabling web applications to function outside traditional browser environments. Founded in 2010 and based in New York, with an additional office in London, the company serves clients in the financial services sector, including banks in the United States and Europe. OpenFin's platform facilitates real-time application generation, desktop notifications, and seamless communication between applications while adhering to stringent security and compliance standards required by financial institutions. This approach allows users to avoid costly packaging and deployment cycles, promoting rapid and secure application deployment.

Icon Solutions

Corporate Round in 2020
Icon is an award-winning IT consultancy specialising in the financial services domain. Their critical advantage is having the combination of consultancy skills, project delivery experience and a deep knowledge of both technology and the financial services domain. This combination means that they can help their customers in meeting their challenges as well as delivering outstanding relevant commercial insights.The critical value Icon offers its clients, is the combination of deep subject matter expertise in instant payments, a proven track record in delivering bank critical systems, and a FinTech approach to the use of technology. This is evidenced by longstanding client relationships with some of the most important global financial institutions. Their drive to innovate stems from their desire to improve the technology that underpins finance without increasing its complexity. They work with their clients to bridge the gap between 21st Century technologies and legacy platforms as cleanly as possible. They don’t believe in just finding a solution, they always strive to find the optimal and most flexible solution. Putting the right people in front of each problem allows the best solutions to be identified quickly.

AccessFintech

Series B in 2020
AccessFintech Limited is a fintech company that specializes in risk management services for the global financial industry, including banks and buy-side firms. Founded in 2016 and headquartered in Tel Aviv-Yafo, Israel, the company offers a platform that aggregates data from various internal systems, vendors, and reports, providing users with a unified portal. This system enables clients to track the entire trade lifecycle, prioritize risks, and respond to market changes effectively. AccessFintech’s technology creates a comprehensive visual display of potential risks associated with financial transactions, facilitating collaboration across organizations. The platform also supports control functions that allow managers to identify bottlenecks and intervention points while tracking usage patterns to enhance operational efficiency. By connecting financial firms with fintech providers, AccessFintech helps organizations streamline their processes and optimize their risk management strategies.

Capitolis

Venture Round in 2020
Capitolis Inc. is a technology company that offers an online software-as-a-service platform designed for banks and financial institutions to improve capital management and collaboration. Founded in 2016 and headquartered in New York, with additional offices in London and Tel Aviv, Capitolis enables financial institutions to optimize their balance sheets and enhance liquidity in capital markets. The platform facilitates the rapid sourcing of capital for trades from other institutions, connecting global banks with institutional investors to provide access to diversified capital and investment opportunities. By streamlining operations and fostering partnerships, Capitolis aims to enhance the efficiency and safety of capital markets while promoting economic performance.

Fitbank

Corporate Round in 2020
FitBank is a Banking as a Service platform that delivers infrastructure and tools for companies to create and manage payment solutions. It specializes in providing a comprehensive whitelabel payments platform using cloud-native, proprietary technologies. FitBank serves a diverse client base, including fintechs, digital banks, startups, and mid to large-sized companies, by offering APIs and modern technology that empower clients to operate their own banking services. This enables businesses to integrate banking and financial services seamlessly into their applications.

OpenFin

Series C in 2019
OpenFin Inc. specializes in providing runtime technology solutions tailored for financial desktops, enabling web applications to function outside traditional browser environments. Founded in 2010 and based in New York, with an additional office in London, the company serves clients in the financial services sector, including banks in the United States and Europe. OpenFin's platform facilitates real-time application generation, desktop notifications, and seamless communication between applications while adhering to stringent security and compliance standards required by financial institutions. This approach allows users to avoid costly packaging and deployment cycles, promoting rapid and secure application deployment.

AccessFintech

Series A in 2018
AccessFintech Limited is a fintech company that specializes in risk management services for the global financial industry, including banks and buy-side firms. Founded in 2016 and headquartered in Tel Aviv-Yafo, Israel, the company offers a platform that aggregates data from various internal systems, vendors, and reports, providing users with a unified portal. This system enables clients to track the entire trade lifecycle, prioritize risks, and respond to market changes effectively. AccessFintech’s technology creates a comprehensive visual display of potential risks associated with financial transactions, facilitating collaboration across organizations. The platform also supports control functions that allow managers to identify bottlenecks and intervention points while tracking usage patterns to enhance operational efficiency. By connecting financial firms with fintech providers, AccessFintech helps organizations streamline their processes and optimize their risk management strategies.

Axoni

Series A in 2016
Axoni is a technology company that specializes in real-time data replication and distributed ledger software for the financial services industry. Founded in 2017, it serves major financial institutions, including banks, asset managers, hedge funds, and market infrastructure firms globally, with offices in New York and London. Axoni's platform facilitates the seamless integration of traditional financial technologies with blockchain systems, offering market information and deep analysis of trends. Its solutions enable rapid deployment of critical financial networks and automate real-time data sharing among market participants, enhancing the management of legal records, lifecycle events, and cash flow calculations.

WorldStreet

Venture Round in 2000
WorldStreet Corp., a developer of collaborative commerce solutions for the financial industry.

MSP Capital

MSP Capital specializes in providing asset-based, short-term finance and tailored lending solutions ranging from £30,000 to £10 million. The company focuses on supporting professional property investors in the United Kingdom by offering bridging finance, development finance, and business funding. This enables clients to grow, expand, acquire new businesses or properties, or restructure existing ones. MSP Capital is adept at creating bespoke financing packages quickly, particularly for borrowers needing turnaround or recovery plans. Additionally, the firm offers guidance on effectively utilizing the capital injection to maximize profitability.
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